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Cloudesk Requisitions

Stop chasing clients for documents.

List what you need from a client — KYC papers, bank statements, signed forms — and Cloudesk asks for it from your own mailbox, then reminds them on your schedule until it's all in. When they reply, the attachments are filed and the items they cover are ticked off; they can also upload straight to their own link, item by item.

Try it free How it works

How it works

Three steps, no surprises

  1. 1

    List what you need

    Start from a template (KYC, income tax return, monthly GST, joining documents) or your own, pick the client from your CRM or type their email, and set a due date.

  2. 2

    Choose how to chase

    Gentle, standard or firm — or your own: every how many days, at what time, weekdays only, and when to stop. Reminders get firmer as they go.

  3. 3

    Watch it come in

    Replies are read as they arrive: sure matches are marked received, unsure ones wait for you to check. When everything's in, the client gets a thank-you and you get told.

In detail

What you get with Cloudesk Requisitions

From your own mailbox

The request and every reminder go from your connected mailbox in one conversation, so replies come back to you — and are read automatically.

Good to know

We'd rather be upfront than surprise you later:

  • Replies are read from a mailbox connected in Cloudesk Mail; without one, reminders go from Cloudesk's address and clients can still upload on their link.
  • Reading replies with AI uses your plan's AI allowance; with AI off, attachments are matched to items by their file names.
  • Files up to 25 MB each count towards your plan's storage.

Questions people ask

Will clients get emails forever?+

No. Reminders stop at the limit you set (8 by default), when everything required is in, or when you pause or cancel — and you're told when they stop without a reply.

What if the reading gets it wrong?+

Only confident matches are marked received; the rest are marked 'check this' for you. You can change any item, and send a wrong file back to the client with a note.

Works beautifully with

Cloudesk CRMContacts, companies, deal pipelines, tasks, follow-up sequences and sales reports — fed by your store, bookings, forms and invoices.Explore
Cloudesk MailEvery mailbox you use — Gmail, Outlook, Zoho or your own domain — in one smart inbox that sorts itself.Explore
Cloudesk Documents & e-signA drive and a real document editor: write together live, keep files in folders with the right access, convert between formats, fix PDFs page by page, open anything with a QR code — and send it for signature.Explore

Give it a spin — it's free to start.

Next up: Cloudesk Mail →

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